ABOUT US

The small yet perfectly formed DISCUS team.

 

DISCUS (Discretionary Investment Services Coming Under Scrutiny) pronounced ‘discuss’ is the brainchild of Abbie Knight (née Tanner). Her vision is to create a platform to deliver quality insight, discussion and debate on the UK outsourced investment market, particularly discretionary propositions. A single port of call for financial advisers to learn more about the solutions on offer and engage directly with investment providers – a first step toward finding the right partner for their clients and their business.

Experienced, passionate and focused on building the community.

PHIL SMITH

PHIL SMITH

Chairman

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Phil has 25 years’ global experience across wealth management, asset management, brokerage, insurance and management consulting. Before joining Embark Group in 2013, Phil was Managing Director and Global Management Committee member at Barclays Wealth.

ABBIE KNIGHT

ABBIE KNIGHT

Managing Director

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m. 07590 996 560

Abbie has more than 18 years’ financial services experience. She is a marketing and business consultant to financial advisers, boutique wealth managers and asset management firms. She often presents at industry forums.

RHIANNON SLOAN

RHIANNON SLOAN

Digital Marketing Manager

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m. 07413 658 755

With more than a decade of experience in digital, marketing, PR and communications, Rhiannon is passionate about ESG investing and how technology is being used to disrupt the financial services market.

Why DISCUS? The market is ready.

Over the last five years there has been an explosion of interest in discretionary management from financial advisers. With this trend set to continue, never has there been a better time to launch a service for advisers to discover, compare and ‘discuss’ the discretionary propositions available in the market. Enter DISCUS. Your first port of call when evaluating discretionary services and their fit with your needs.

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USING OUTSOURCED INVESTMENTS 2014

DFMs ON THE 5 MAIN PLATFORMS

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OUTSOURCING & USING DISCRETIONARY

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USING PROPOSITIONS ON PLATFORMS

WHAT YOU’LL GET FROM DISCUS

CONVENIENCE

Learn about, compare and discuss outsourced investments, without leaving your desk (or smartphone!).

INSIGHT

Hear the very latest news and views directly from our DFM contributors and other market commentators.

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CLARITY

Gain clarity on the investment services offered by each DFM, before undertaking detailed due diligence.

INNOVATION

From the way we communicate with you to the ideas, opinion and debate we encourage via this platform.